Bowling Green, KY Office

Team
Updated today

Client AUM

$445,855,711

Clients

1,453

Advisors

4

Of 30 advisors across 13 offices

Location

843 Fairview Ave

Bowling Green KY 42101

Advisors at this office

4

Advisors at this office

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Luke B

Series 65

Bowling Green, KY

Kinetic Investment Management, Inc.

Luke Brown is a financial advisor at Kinetic Investment Management, Inc. in Bowling Green, KY, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked with Biggs Financial Services and spent four years with the Pittsburgh Pirates. He also prepares and files individual tax returns for the IRS on a commission basis. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets across 1,250 client relationships with a team of 20 advisors. The firm offers portfolio management, financial planning, sub-advisory, and back-office services, using a mix of analytical methods with a primary long-term trading orientation.

Wealth management Retirement income strategy General tax planning
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Mark B

Series 65

Bowling Green, KY

Kinetic Investment Management, Inc.

Mark Biggs is a financial advisor with Kinetic Investment Management, Inc. He holds a Series 65 credential and has four years of industry experience. Prior to joining Kinetic, he worked at Simplicity Wealth and Magnolia Wealth Management LLC. Outside of his advisory role, he owns and operates Biggs Financial Services, LLC, a firm that prepares tax returns and offers insurance services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a long-term, discretionary investment approach using various analytical methods and offers exposure to a broad range of asset types including real estate and non-traded real estate investments.

Wealth management Retirement income strategy General tax planning
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Jackson S

Series 65

Bowling Green, KY

Kinetic Investment Management, Inc.

Jackson Sowell is a financial advisor at Kinetic Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked with firms including Simplicity Wealth and Biggs Financial Services. Outside of his advisory role, he is involved in several real estate partnerships and owns an independent real estate business. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach across diverse asset types and operates multiple offices while providing administrative support to other RIAs.

Wealth management Retirement income strategy General tax planning
user avatar

Jamale C

Series 65

Bowling Green, KY

Kinetic Investment Management, Inc.

Jamale Carothers is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and three years of industry experience. He has been associated with Kinetic Investment Management since 2024 and also maintains roles at Simplicity Wealth and several real estate partnerships, including Carothers Real Estate and Podium Properties. Outside of advisory work, Carothers is involved in residential real estate through ownership and partnership interests. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships, offering portfolio management, financial planning, sub-advisory, and back-office services with a primary long-term trading orientation that incorporates multiple analytical methods.

Wealth management Retirement income strategy General tax planning
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